Simplicity Wealth,Llc Dimensional ETF Tr Core Fxd In Transaction History
Simplicity Wealth,Llc
- $1.2 Billion
- Q1 2025
A detailed history of Simplicity Wealth,Llc transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Simplicity Wealth,Llc holds 123,385 shares of DFCF stock, worth $5.12 Million. This represents 0.43% of its overall portfolio holdings.
Number of Shares
123,385
Previous 27,272
352.42%
Holding current value
$5.12 Million
Previous $1.13 Million
359.8%
% of portfolio
0.43%
Previous 0.24%
Shares
6 transactions
Others Institutions Holding DFCF
# of Institutions
410Shares Held
3.56BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN3.44BShares$143 Billion8.57% of portfolio
-
Essential Planning, Llc. Portsmouth, NH11.6MShares$480 Million3.2% of portfolio
-
Truepoint, Inc.11.1MShares$462 Million12.57% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.97MShares$123 Million11.32% of portfolio
-
Factory Mutual Insurance CO Waltham, MA2.79MShares$116 Million1.39% of portfolio